See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $222,322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89,037 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,462 | $107,459-43.7% | $135,903-55.5% | $80,160-24.6% |
| Participation rate | 80.4% | 78.0%+2.3pp | 81.9%-1.5pp | 72.9%+7.4pp |
| Annual return | 22.96% | 91.91%-69.0pp | 68.23%-45.3pp | 40.38%-17.4pp |
| Employer contribution / active EE | $3,239 | $3,877-16.5% | $4,856-33.3% | $2,978+8.8% |
| Participant deferral / active EE | $7,524 | $8,195-8.2% | $7,758-3.0% | $5,017+50.0% |
| Admin fee / account holder | $111 | $127-12.9% | $10,762-99.0% | $145-23.7% |